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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,536 | $97,648-68.7% | $121,663-74.9% | $87,485-65.1% |
| Participation rate | 67.4% | 70.5%-3.0pp | 74.5%-7.0pp | 68.9%-1.5pp |
| Annual return | 49.39% | 18.03%+31.4pp | 147.54%-98.1pp | 26.06%+23.3pp |
| Employer contribution / active EE | $1,467 | $2,300-36.2% | $3,020-51.4% | $2,596-43.5% |
| Participant deferral / active EE | $3,107 | $3,923-20.8% | $4,887-36.4% | $4,274-27.3% |
| Admin fee / account holder | $2,121 | $11,100-80.9% | $14,289-85.2% | $7,775-72.7% |